/ by Don Connelly / Complex Client Conversations / 0 comments
There’s a conversation Financial Advisors know they need to have—one that carries enormous consequences for their clients’ financial security and peace of mind.
It’s the long-term care conversation.
Advisors understand its importance. They recognize the risks of avoiding it. They’ve seen what happens when it’s ignored. And yet, it’s often delayed—not because Advisors don’t care, and not because clients don’t need it, but because timing feels… uncomfortable.
So the conversation gets postponed.
Until one day, it can’t be postponed anymore.
And by then, everything has changed.
Read more
The Most Important Planning Conversation Happens Too Late
/ by Don Connelly / Complex Client Conversations / 0 comments
There’s a conversation Financial Advisors know they need to have—one that carries enormous consequences for their clients’ financial security and peace of mind.
It’s the long-term care conversation.
Advisors understand its importance. They recognize the risks of avoiding it. They’ve seen what happens when it’s ignored. And yet, it’s often delayed—not because Advisors don’t care, and not because clients don’t need it, but because timing feels… uncomfortable.
So the conversation gets postponed.
Until one day, it can’t be postponed anymore.
And by then, everything has changed.
Read more